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| Fund Overview | The Cor Capital Fund is a Multi- Asset Fund which combines a pre-determined strategic asset allocation with active but systemised rebalancing to generate returns and manage volatility whilst maintaining transparency and liquidity. The Fund strategy is not reliant on accurate market predictions, forecasts or timing for success. Returns are generated in a number of ways; 1) by maintaining sufficiently large positions in a diverse group of asset classes, 2) via the 'volatility harvesting' consequences of active rebalancing, and 3) from the offsetting behaviour of certain asset classes under specific conditions. The combined portfolio is expected to exhibit relatively low volatility and low turnover. In the interests of avoiding complexity, maintaining liquidity, and minimising reliance on third parties, the Fund strategy does not employ gearing, derivatives or short-selling. |
| Manager Comments | The main overall return contribution for July was from equities (+1.02%) with fixed interest (+0.05%), cash (+0.03%) and precious metals (-0.09%) all relatively flat. While equity market volatility has increased over the last two months, it hasn't been to the degree that the Fund's allowed ranges have been breached, and so there were no changes to the portfolio for the month. |
| More Information | » View detailed profile of this fund |
